Using excess funds to budget for future months

what do I do when I have some excess funds and i'd like to apply them to a category for following month(s)?

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  • You can budget them in the current month and the remaining available balance will roll over. Or you can flip over to the next month and budget there.

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    • Spring Green Vacuum These HelpDocs have more details on what budgeting in the future looks like in the web app and mobile app. Use the arrows next to the month to move between them. Let us know if you have further questions!

  • I don't like to split my "plan" -- especially since YNAB only shows a single month -- so I would budget it to the category in the current month's area. It will be waiting for you in next month's area as well (assuming you don't spend it).

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  • 10 mths agoLast active
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